Tax Processor, Administrator

We are a 2nd Generation, Family-owned, Tax Consultancy, located in Center City Philadelphia. With doors opened for 72 years we have a loyal and growing customer base of both retail and commercial clients, and are looking to grow our staff.

In addition to competitive compensation, we offer a comprehensive benefits package to support the well-being and satisfaction of our employees.

• Discretionary Bonus: Eligible employees may receive discretionary bonuses based on individual and company performance, providing an opportunity for recognition and reward for outstanding contributions.
• Full Benefits: We provide a full range of benefits including health, dental, and vision insurance coverage, ensuring that our employees have access to quality healthcare for themselves and their families.
• 401(k) Retirement Plan: We offer a 401(k) retirement plan with employer matching contributions, empowering our employees to save for their future and work towards their long-term financial goals.
• Family-Oriented Environment: We foster a supportive and inclusive workplace culture that values work-life balance and prioritizes the well-being of our employees and their families. We understand the importance of family and strive to create an environment where employees feel supported and appreciated both professionally and personally.

Join our team and become part of a company that not only values your hard work and dedication but also invests in your overall well-being and success.

Schedule: Monday-Friday in Office during tax season (January 2nd to April 15th). Hybrid (Monday, Wednesday, Thursday in office, Tuesday and Friday home).

Dress Code: Business casual / smart casual

Job Description:

We are seeking a detail-oriented and experienced Tax Processor/Administrative Assistant to join our boutique/family-owned tax consultancy agency based in Philadelphia. The successful candidate will be responsible for providing administrative support to our team, ensuring the smooth processing of tax returns, and assisting with various administrative tasks/projects as needed.

Job Duties:

• Print and email tax returns to clients, ensuring accuracy and timely delivery.
• Utilize RightSignature to send signature forms to clients for electronic signatures.
• Schedule appointments for clients and manage the calendar efficiently.
• Respond to emails promptly and professionally, maintaining clear communication with clients and team members.
• Scan and organize documents accurately, maintaining an organized filing system.
• Answer phone calls and address inquiries or direct them to the appropriate team member.
• Assist with additional administrative tasks and special projects as requested by management.
• Qualifications:

• Previous experience working for a tax/CPA firm is required.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity with tax software such as Pro Series, Citrix / RightSignature, Rever / E-File Cabinet is preferred but not required.